Bluestar Bks Pooled Employer Plan
Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #002
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 948
- With balances
- 386
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $33,763 |
| Americantcs Fiduciary Services, Llc | Claims processing, Plan administrator, Recordkeeping | $15,373 |
| Bks Financial Investments Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $12,424 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Securities brokerage | $3,065 |